Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Open a quote, and click on the Blue arrow INSTALL tab in the top right to access the Risk Manager, Install, and Commissioning Pages.

...

Keep track of install tasks and manage jobs Install Manager

Assign an Installer to a job

https://solarplus.atlassian.net/wiki/spaces/V5HC/pages/2310078712/Workflows#Assign-an-Installer%2C-Customer-Rep%2C-Designer-or-Assessor

Job Packs for Installers

Create Job Packs for installers with all the information they need for the job Job Packs for Installers

...

Commissioning Test Results

System handover manuals for customers

System Manuals for Customers

System handover manuals for customers

Installation Warranty

The installation warranty period can be set in Admin > My Business > Design and RoI Preferences

...